TWP
TOCT

Triad Wealth Partners’s Innovator Equity Defined Protection ETF - 2 Yr to October 2027 TOCT Stock Holding History

Triad Wealth Partners’s Portfolio TOCT Stock Details TOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-41,759
Closed -$1.1M – 619
2026
Q1 		$1.1M Buy
41,759
+16,134
+63% +$428K 0.09% 158
2025
Q4 		$680K Buy
+25,625
New +$677K 0.06% 201

Other funds holding TOCT

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
RRMM
Regatta Research & Money Management Metairie, Louisiana $106M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Triad Wealth Partners's TOCT Position: Q2 2026 in Review

Triad Wealth Partners sold out of Innovator Equity Defined Protection ETF - 2 Yr to October 2027 (TOCT) in Q2 2026, closing a stake of 41,759 shares — an estimated $1.1M sold.

Triad Wealth Partners first reported a position in TOCT in Q4 2025 and held it in 2 quarters. The position peaked at $1.1M in Q1 2026. 18 funds tracked by Wall St. Rank hold TOCT as of Q2 2026.

  • Triad Wealth Partners reported no remaining Innovator Equity Defined Protection ETF - 2 Yr to October 2027 position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 41,759 Innovator Equity Defined Protection ETF - 2 Yr to October 2027 shares in Q2 2026, an estimated $1.1M.
  • Triad Wealth Partners first reported a position in Innovator Equity Defined Protection ETF - 2 Yr to October 2027 in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's Innovator Equity Defined Protection ETF - 2 Yr to October 2027 position peaked at $1.1M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Innovator Equity Defined Protection ETF - 2 Yr to October 2027 as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.